IW
Instrumental Wealth’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
8,197
-214
| -3% | -$44.8K | 1.36% | 14 |
|
|
2025
Q1 | $1.76M | Buy |
8,411
+886
| +12% | +$185K | 1.59% | 13 |
|
|
2024
Q4 | $1.85M | Buy |
7,525
+518
| +7% | +$127K | 1.75% | 11 |
|
|
2024
Q3 | $1.62M | Buy |
7,007
+95
| +1% | +$22K | 1.58% | 13 |
|
|
2024
Q2 | $1.5M | Buy |
6,912
+90
| +1% | +$19.6K | 1.55% | 14 |
|
|
2024
Q1 | $1.3M | Buy |
6,822
+662
| +11% | +$126K | 0.56% | 16 |
|
|
2023
Q4 | $1.2M | Sell |
6,160
-173
| -3% | -$33.6K | 1.29% | 14 |
|
|
2023
Q3 | $1.12M | Buy |
6,333
+1,453
| +30% | +$257K | 1.31% | 13 |
|
|
2023
Q2 | $926K | Buy |
4,880
+537
| +12% | +$102K | 1.11% | 14 |
|
|
2023
Q1 | $727K | Buy |
+4,343
| New | +$727K | 0.96% | 14 |
|